Bookshelf v8.0: Index

Bookshelf Home | Contents | Index | PDF

Numerics - A - B - C - D - E - F - G - H - I - J - L - M - N - O - P - Q - R - S - T - U - V - W - X - Z

Numerics

8.0

new features 1 , 2

A

account assessments, performing 1

account category

adding 1

searching by category 1

account credit profiles, viewing 1

account plan

highlights, adding 1

reports, generating and account map reports 1

accounts

designating as reference 1

manager approval, viewing 1

offerings, adding to Business and Service Units 1

partners, adding for Enterprise Selling Process 1

accounts map reports

generating and account plan reports 1

accounts, global

custom hierarchy, assigning to an organization 1

custom hierarchy, creating 1

custom hierarchy, restoring 1

custom hierarchy, updating 1

default hierarchy, adding accounts with no parent 1

default hierarchy, generating 1

hierarchies, types of 1

process flow for using and administering accounts 1

scenario 1

viewing global accounts 1

accounts, using

account information, synchronizing with external systems 1

accounts, using in Siebel Sales

about 1

account assessments, performing 1

account credit profiles, viewing 1

account, associating with an activity 1

account, associating with an opportunity 1

contact, associating with a new account 1

contact, associating with an existing account 1

creating an account 1

scenario 1

action buttons

background colors, configuring 1

high interactivity, configuring 1

Inbox views, configuring for 1

standard interactivity, configuring 1

ActivationLoadBalancerConfig system preference 1

ActiveX, browser support of 1

activities

about 1

account, associating with 1

activity plans, creating 1

activity, delegating 1

another user's activities, working with 1

assigning using Assignment Manager 1

assignment methods 1

business objects, associated with 1

create activities asynchronously, configuring 1

Enterprise Selling Process, adding 1

households, adding activity to 1

new activity, creating 1

note, about changing Category value 1

opportunity reroute activity, setting up 1

opportunity, associating with 1

Owner and Employee fields, configuring 1

ownership of an activity, reassigning or removing 1

references, adding to activities 1

service requests, viewing existing activities for 1

target lists, creating from 1

activity assignment, about 1

Activity Hierarchy: Max Levels system preference 1

activity plans

about and activity templates 1

activities, creating associated with activity plan 1

activity assignment, about 1

activity template, creating without grandchild records 1

activity template, deleting 1

process for administering and using 1

sales methodology, defining 1

sales methods, about 1

scenarios 1

TAS Customer Milestone template, creating in a localized application 1

activity templates

about and activity plans 1

activity assignment, about using to create 1

activity plans, using to create 1

creating without grandchild records 1

target lists, setting up for 1

adding

activities to household records 1

associated activities to milestones 1

browser capabilities, adding additional 1

Business and Service Unit information 1

Business and Service Unit offerings 1

calendar access and modifying 1

category 1

child Web browser 1

competitive analysis information 1

contact to a synchronization list 1

contacts 1

contacts to a household 1

customer milestones 1

decision issues details 1

default view link to home page 1

email addresses and subjects 1

Enterprise Selling Account plan highlights 1

Enterprise Selling Process activities 1

Enterprise Selling Process contacts 1

Enterprise Selling Process objectives 1

household 1

Inbox translations 1

industries 1

JumpTab capability for Internet Explorer 1

languages 1

list of values, adding new value to 1

new D&B accounts 1

note to a reference 1

notes 1

parent Web browser 1

partners for Enterprise Selling Process 1

PRIME activities 1

profile information to a reference 1

reference activity to the calendar 1

related decision issues 1

relationship strategy information 1

Web browser capabilities 1

Web browser, adding additional 1

ZIP codes 1

addresses

displaying Households and Contacts screen 1

administration tasks

browser, adding additional Web Browsers 1

cancel query, enabling 1

case sensitivity, about and Siebel applications 1

currencies, setting up 1

currency conversions, setting up 1

date formats, about 1

email address and subjects, about adding 1

expense types, setting up 1

global time zone support, administering 1

industry, adding 1

language, adding 1

language, deleting and Mobile Web client synchronization 1

pager companies, setting up 1

payment terms, setting up 1

periods, setting up 1

phone formats, working with 1

predefined queries, creating by saving a query 1

Predefined Query view, setting up predefined query in 1

predefined query, about setting up 1

quick fill template, editing 1

quick fill template, making public 1

screen home pages, setting up default view links 1

system preferences, setting 1

Web browser capabilities, adding 1

ZIP Codes, adding 1

Adobe Designer

Adobe forms integration 1

XML schema, mapping to 1

Adobe Forms Integration

applets, enabling using Siebel Tools 1

business scenarios 1

form for multiple records, generating 1

form, generating 1

forms integration, about 1

integration object, creating an 1

PDF file, referencing 1

preconfigured on applets 1

process of setting up 1

schema, generating 1

schema, mapping to a PDF form 1

software requirements 1

Adobe Forms Server 6.0

forms integration with Public Sector 1

Adobe plug-in software 1

Adobe Reader forms 1

Adobe Web service

Adobe Designer, and 1

configuring 1

creating 1

Alarm Manager Load Frequency system preference 1

alarms

Alarm Manager Load Frequency, about 1

retroactive alarms, about and changing days displayed 1

alerts

about and example 1

creating and sending 1

email and screen alerts, about 1

recurring message alert, setting up 1

scenario, using alerts 1

single message alert, sending 1

AllowOverReceipts system preference 1

Always Show Message Bar Alerts system preference 1

applets

list applets, enabling target lists on 1

list applets, saving of target lists in 1

ASIs, integrating using

accounts, contacts, and household, using for 1 , 2

accounts, contacts, and households ASIs, setting up 1

Get Account ASI 1

Synchronize Account ASI 1

Synchronize Contact ASI 1

Synchronize Household ASI 1

Web service, setting up an inbound service 1

Web service, setting up an outbound service 1

workflow, activating 1

assessment templates

about 1

creating 1

assessments

assessment scores, about calculating 1

assessment templates, about 1

assessment templates, creating 1

opportunity, assessing 1

process of administering and using 1

scenario 1

Target Account Selling, assessing an opportunity for 1

TAS coach, using to perform assessment 1

assessments, performing for contacts 1

Assignment Manager

using to assign activities 1

attachments

decision issue, associating with 1

reference attachments, viewing 1

audit scope, about 1

Audit Trail

about 1

audit scope, about 1

audit trail records and record details, viewing 1

business component and fields, configuring to be audited 1

business component, disabling 1

business component, linking to 1

content of 1

disabling 1

enabling 1

parent-child business components, configuring to be audited 1

process flow diagram 1

querying audit trail information 1

records, verifying 1

restrictions, list of 1

Siebel Remote and Siebel Replication users, about using 1

user, restricting by 1

Auto Mgr Calendar Access system preference 1

B

bcp utility

about loading D&B data on Microsoft SQL server 1

Broadcast Message business component fields 1

BU/SU offering summary, viewing 1

bulk copy process (bcp) utility 1

Business and Service Unit, adding 1

business components

audit trail, disabling for individual business component 1

audit trail, linking to 1

audited, configuring for 1

calendar, based on multiple business components 1

child modifications, disabling 1

child modifications, enabling 1

state models, about configuring for 1

state models, enabling in Siebel Tools 1

business service

CreateInbox method 1

CreateInboxEx method 1

CreateInboxItem method 1

CreateInboxOwner method 1

DeactivateInboxItem method 1

DeactivateInboxOwner method 1

DeleteInboxItem method 1

GetInboxItemInfo method 1

GetInboxOwnerInfo method 1

GetInboxOwnerInfoEx method 1

GetInboxParamInfo method 1

Initialize method 1

IsInboxItemExisted method 1

RouteInboxItem method 1

SetInboxParamInfo method 1

Universal Inbox definitions 1

Universal Inbox, about 1

UpdateInboxItemInfo method 1

UpdateInboxOwnerInfo method 1

Web Engine User Agent 1

C

caching

clearing 1

message broadcast caching, configuring 1

calendar

Alarm Manager Load Frequency, about system preference 1

calendar access administration scenarios 1

calendar access, about 1

calendar activities, administering resources 1

calendar activity display, starting and end times 1

calendar administration, process of setting up 1

Calendar Detail view, changing controls 1

calendar records, displaying fields for 1

calendars to which an employee has access, viewing 1

data display format, changing 1

Day Summary ToolTip 1

display field drilldown 1

drag-and-drop, about and user properties 1

editing, enabling and disabling 1

employee's Calendar Owner drop-down list, removing all employees from 1

employee's calendar, giving another employee access to 1

employees' Calendar Access List views, removing an employee from 1

field color, displaying 1

first day of the week, changing 1

Life Sciences calendar, hiding side applet 1

multiple business components, based on 1

reference activity, adding to 1

resource administration scenarios 1

resources, about 1

retroactive alarms, about and changing days displayed 1

special date markers 1

ToolTip text, displaying 1

user interface components, showing/hiding 1

user interface strings, changing 1

user preferences, overriding 1

Calendar Access List views

removing an employee from 1

Calendar Detail view

changing controls 1

Calendar Owner drop-down list

removing all employees from 1

call reasons, customizing for RTD 1

canceling queries, enabling 1

case sensitivity

about and Siebel applications 1

Catalog Administration screen

associating literature with a category 1

D

D&B Global Integration search

See Using Global Integration to Add New D&B Accounts

D&B integration

account promotion and prospect list creation configuration 1

account promotion and prospect lists, field mappings for 1

aggregate data. viewing 1

company data and report, accessing 1

configuration guidelines 1

D&B account, promoting 1

D&B real-time search and update, setting up symbolic URL for 1

D&B real-time updates, field mapping for 1

D&B report ordering, setting up symbolic URL for 1

D&B report, viewing 1

data, about 1

DB2, loading D&B data on 1

D-U-N-S number, understanding 1

files and format, required 1

global integration, using to add new accounts 1

loading D&B data 1

loading or reloading data 1

Microsoft SQL Server, loading D&B data on 1

multiple D&B update manager processes 1

multiple D&B update manager processes, with first time data loading 1

multiple processes and D-U-N-S number processing 1

Oracle, loading D&B data on 1

process of integrating data 1

prospect list, creating from D&B data 1

sample scripts, caution before running 1

scenarios 1

server components, about updating 1

server components, multiple D&B update manager processes 1

server components, multiple task Siebel update 1

server components, single task Siebel update 1

server components, updating process 1

Siebel update server component, running 1

symbolic URL, setting up 1

update server process configuration 1

D&B Update Manager

account promotion and prospect lists, field mappings for 1

D&B real-time updates, field mapping for 1

D&B server component field mappings 1

D&B server component, running as multiple task process 1

D&B server component, running as single task process 1

D&B server component, running from a command line 1

D&B Siebel server component, running from a command line 1

D&B, running without updating or deleting data 1

Siebel server component field mappings 1

Siebel server component, running as multiple task process 1

Siebel server component, running as single task process 1

Siebel, running without updating account name or location 1

tip, about running 1

data

import, list of values, considerations 1

seed data, about 1

Data Universal Numbering System number

See About the D&B D-U-N-S Number

databases

sample database, about 1

selecting 1

date

and timestamps, about 1

calendar date display format, changing 1

formats, about 1

special date markers 1

Day Summary ToolTip 1

DB2, loading D&B data on 1

DB2: Default Opt Level system preference 1

DBX: Vis Rules per Statement 1 system preference 1

DBX: Vis Rules per Statement N system preference 1

DeactivateInboxItem method 1

DeactivateInboxOwner method 1

decision issues

attachments, associating with decision issue 1

decision issue record, creating 1

decision issues details, adding 1

literature, associating with the decision issue 1

opportunity, associating with 1

opportunity, viewing for 1

related issues, adding 1

scenario 1

Decision Issues screen

sharing literature through 1

dedicated Web clients

databases, selecting 1

error message, first time logging in 1

license key, entering 1

message broadcasting, enabling or disabling 1

Siebel application, starting from 1

Default Campaign Source Code system preference 1

Default EC Procedure system preference 1

default hierarchy

about 1

adding accounts with no parent 1

generating 1

Default Offer Code system preference 1

Default Pricing Procedure system preference 1

Default Time Zone system preference 1

DeleteInboxItem method 1

deleting

activity template 1

contacts from organization chart 1

contacts on organization map 1

employee from all employee's Calendar Access List views 1

employees from Calendar Owner drop-down list 1

Inbox items 1

languages, about and mobile Web client synchronization 1

lines of influence 1

lines of influence from organization chart 1

lines of influence on the organization map 1

demo user

logging on 1

Designer

See Mapping the XML Schema to the PDF Form Using Adobe Designer

Display Value field

about modifying and updating records 1

dnbinitial.sql file

using to load D&B data 1

dragging and dropping records

into the calendar 1

drilldown

display field 1

D-U-N-S number

about 1

warning about multiple processes 1

dynamic pick lists

constraining, about 1

using, about 1

E

EAI Adapter

updating phone formats with 1

eBriefings

sharing literature through 1

editing

quick fill template 1

EIM (Siebel Enterprise Integration Manager)

importing phone information 1

address, about adding 1

alerts, about 1

message, using to send 1

opportunity assigned notification process 1

Employee field

configuring for activities 1

employee setup

completing 1

information, additional 1

employees

about activity assignment methods 1

Enterprise Selling Process

account plan and account map reports, generating 1

account plan highlights, adding 1

activities, adding 1

BU/SU offering summary, viewing 1

Business and Service Unit, adding 1

contact, adding 1

manager approval, viewing 1

objectives, adding 1

offerings, adding to Business and Service Units 1

organization chart, printing 1

organization's reporting structure, charting 1

organization's reporting structure, deleting contacts 1

organization's reporting structure, deleting line of influence 1

organization's reporting structure, drawing lines of influence 1

organization's reporting structure, representing 1

organizational analysis 1

overview 1

partners, adding 1

process of 1

scenario 1

Entitlement: Pricing Dates system preference 1

Entitlement: Verify Consumer system preference 1

Entitlement: Verify Dates system preference 1

Entitlement: Verify Product system preference 1

ESP

ETL Analysis End system preference 1

ETL Analysis Start system preference 1

ETL Base Exchange Currency system preference 1

ETL Date Format system preference 1

ETL Default Continent system preference 1

ETL Default Country system preference 1

ETL Default Currency system preference 1

ETL Default Language system preference 1

ETL LOV Maximum Value system preference 1

ETL LOV Minimum Value system preference 1

ETL Unknown Exchange Rate system preference 1

Euro Triangulation method

about 1

triangulation conversion, process of 1

Excel Web service

about 1

configuring 1

connecting template to Siebel EAI 1

downloading template 1

seed data 1

using 1

exchange rates

multiple currencies, about setting up for 1

setting up 1

expense reports

about currency conversion 1

expense types, setting up

about and pretasks 1

exporting

iHelp item as HTML file 1

F

features, new

version 8.0 1 , 2

Forecast: Auto-Forecast system preference 1

Forecast: Use Server Task system preference 1

forecasting

about currency conversion 1

Forms Integration

See Generating an XML Schema for Forms Integration

FrameSupport

additional browser capabilities 1

FSAssetSwap SubComponents system preference 1

FSDB:Override Service Region system preference 1

G

Get Account ASI 1

Get Manager Email process

setting up 1

GetInboxItemInfo method 1

GetInboxOwnerInfo method 1

GetInboxOwnerInfoEx method 1

GetInboxParamInfo method 1

global accounts

account hierarchies, types of 1

adding accounts with no parent 1

custom hierarchy, assigning to an organization 1

custom hierarchy, creating 1

custom hierarchy, creating based on default hierarchy 1

custom hierarchy, restoring 1

custom hierarchy, updating 1

default hierarchy, generating 1

global accounts, viewing 1

process flow for using and administering accounts 1

scenario 1

global integration

search, initiating 1

using to add D&B accounts 1

Global Target List Management

about 1

activity templates, setting up for target lists 1

create activities asynchronously, configuring 1

example process workflow 1

information, for additional 1

list applets, enabling target lists on 1

lists, kinds of 1

scenario 1

target lists, applying 1

target lists, creating activities from 1

target lists, creating by combining lists 1

target lists, creating by querying 1

target lists, editing 1

target lists, saving for a list applet 1

workflows, about 1

H

help

See About iHelp

hierarchy

custom hierarchy, assigning to an organization 1

custom hierarchy, creating 1

custom hierarchy, creating based on the default hierarchy 1

custom hierarchy, restoring 1

custom hierarchy, updating 1

default hierarchy, adding accounts with no parent 1

default hierarchy, generating 1

[H] high message, severity level 1

HighInteract

additional browser capabilities 1

home pages

setting up default view links 1

households

activity, adding to 1

adding a household 1

address, specifying for a household contact 1

contact, storing information related to 1

contacts, adding to a household 1

defined 1

information, types that can be related to household 1

information, viewing additional information related to 1

note, displaying addresses in Households and Contacts screens 1

scenario 1

households, using

household information, synchronizing with external systems 1

HTML

exporting iHelp item as 1

importing iHelp item as 1

I

iHelp

about 1

active iHelp item, revising 1

administering iHelp scenario 1

buttons, about activating, revising, and deactivating 1

designing iHelp 1

example process workflow 1

iHelp Designer, accessing 1

iHelp item records, creating 1

iHelp item, activating 1

iHelp item, deactivating 1

iHelp items, exporting as HTML file 1

iHelp items, importing as HTML file 1

iHelp items, translating 1

iHelp list cache, clearing 1

iHelp step, creating 1

steps, connecting with branches 1

terminology 1

importing

iHelp item as HTML file 1

Inbox

deleting Inbox items 1

destination view, changing for Inbox type 1

expiration dates and due dates, setting 1

feature objects, interaction with 1

Inbox item, approving or rejecting 1

Inbox items, reviewing all 1

interaction between feature objects figure 1

previously approved items, reviewing 1

process of administering and using 1

remote database, changing downloading to 1

scenario for approving personnel action forms 1

scenario for service request management 1

submitted items, reviewing 1

terminology 1

translations, adding 1

Universal Inbox business service, about 1

Inbox approval translations

setting up 1

Inbox type

about 1

action type 1

category 1

creating 1

Inbox views

action buttons for high interactivity, configuring 1

action buttons for standard interactivity, configuring 1

action buttons, configuring background colors 1

action buttons, configuring for 1

toggle applets, configuring 1

toggle applets, types supported 1

Inbox, configuring

action buttons for high interactivity, configuring 1

action buttons for standard interactivity, configuring 1

action buttons, configuring background colors 1

action buttons, configuring for Inbox views 1

actions, about 1

actions, setting up 1

Category icon, configuring 1

Inbox action type 1

Inbox approval translations, setting up 1

Inbox category 1

Inbox item, deactivating 1

Inbox items, configuring the application to create 1

Inbox trigger used in ESS 1

Inbox trigger used in Server Script 1

Inbox type, creating 1

Inbox types 1

planning an Inbox configuration 1

process of setting up and configuring 1

remote databases, configuring using 1

setting level for troubleshooting 1

toggle applets, configuring for Inbox views 1

Universal Inbox business service methods 1

views and SmartScripts, setting up Inbox links 1

industries

adding an industry 1

Infocenter screen

sharing literature through 1

Initial Plan report 1

Initialize method 1

installing

software required 1

integration object

creating for Forms Integration 1

intelligent offer recommendation

See Real-Time Decisions

Internal DUNS Number system preference 1

international phone

formats, about entering and format logic 1

numbers, calculating maximum length 1

Internet Explorer 5.0

adding JumpTab capability 1

intervals

sorting messages by 1

IsInboxItemExisted method 1

J

JumpTab capability

adding for Internet Explorer 5.0 1

L

Language Independent Code

list of values, about changing 1

list-of-values type, about within the 1

language independent values (LIV)

about changing list of values 1

languages

adding 1

deleting, about and mobile Web client synchronization 1

lead sources

setting up for opportunities 1

leads, rerouting 1

license keys

about 1

additional license key, entering using a Siebel application 1

additional license key, entering using Siebel Tools 1

caution, about entering option-module license key 1

correcting errors 1

fields, table of 1

first license key, entering 1

hiding access to 1

option module license key 1

lines of influence

organization chart, deleting lines of influence 1

organization chart, using to draw 1

organization map, deleting 1

organization map, drawing 1

list applets

target list, saving in an applet 1

target lists, enabling on an applet 1

list of values (LOV)

about 1

cache, clearing 1

caution, modifying seed data 1

inactivating a value, about and procedure 1

items, modifying 1

Language Independent Code values (LIC) 1

list-of-values type, identifying for a display value 1

LOV data, viewing 1

LOV record, fields in 1

new value, adding to an existing list 1

WI_ARG_TYPE, extending for 1

list of values, constrained

about 1

Parent LIC attribute, about changing parent Area 1

Parent LIC attribute, about making values hierarchically dependent 1

Siebel EIM considerations 1

literature

See Literature

Literature Administration screen

associating literature with a category 1

literature files

See Creating and Modifying Literature Files

literature item kits

creating 1

literature records

creating 1

local database, about 1

locales

creating 1

editing current locale 1

setting up, about 1

translation, creating for 1

log files

setting level for troubleshooting 1

logging

demo user, on as 1

LOGMGR:Vis Rules per Statement system preference 1

LOV

See About Lists of Values

M

Management Responsibility Code

about 1

manager approval, viewing 1

Marketing Data file, about 1

marketing resources, balancing tool 1

message broadcasting

Broadcast Message business component fields, table of 1

caching, configuring 1

message broadcast script, sample of 1

message text, about automatically updating 1

messages, creating and sending 1

mobile and dedicated Web clients, enabling or disabling 1

overview 1

process flow example 1

scenario 1

server level, enabling/disabling message broadcasting 1

severity levels 1

standard interactivity application clients, enabling or disabling 1

messages

email and screen alerts, about 1

email, using to send a message 1

messages created by you, viewing 1

new message, creating 1

recurring message alert, setting up 1

setting up and using, process of 1

setting up scenario 1

single interval, sorting messages by 1

single message alert, sending 1

using, about 1

workflows for Messages screen and views, setting up 1

your messages, viewing 1

Microsoft SQL Server

loading D&B data on 1

milestones

adding a milestone 1

associated activities, adding to milestones 1

customer milestones, about 1

mobile users

about activating state models 1

mobile Web clients

enabling or disabling message broadcasting 1

MRC file, about 1

MRG:Docking Timestamp Source system preference 1

MRG:Inter Table Conflict Res system preference 1

MRG:Inter Table Merge Rule system preference 1

MRG:System Conflict Resolution system preference 1

MRG:Txns per Commit system preference 1

MRG:User Friendly Notification system preference 1

multiple currencies

about setting up exchange rates for 1

multiple processes

and D-U-N-S number processing 1

My To Do filter

using to view activity 1

N

new features

version 8.0 1 , 2

non-North American phone formats

specifying 1

[N] normal message

severity level 1

North American phone formats

default format for 1

notes

reference, adding a note to 1

target account selling, adding a note 1

notification workflows

delivery of emails, restricting conditions for 1

email notifications, stop sending 1

Get Manager Email process, setting up 1

opportunities lost notification process, about 1

opportunity assigned notification process, about 1

opportunity inactive notification process 1

opportunity won notification process 1

opportunity workflow email, modifying the language of 1

opportunity workflows, setting up 1

setup steps 1

time lapse between lead assignment and email delivery, modifying 1

O

objectives

adding Enterprise Selling Process objective 1

offerings

BU/SU offering summary, viewing 1

Business and Service Units, adding to 1

opportunities

about and predefined opportunities, list of 1

account, associating with 1

activities, associated with an opportunity 1

assessing an opportunity 1

assessment, beginning 1

associating a contact with 1

competitors, associating with 1

creating an opportunity 1

decision issue, associating with an opportunity 1

decision issues, viewing for an opportunity 1

defined and examples 1

delivery of emails, restricting conditions for 1

depicting organization hierarchy, using drag and drop 1

email notifications, stop sending 1

Get Manager Email process, setting up 1

lead qualification, sales methods. and stages 1

lead response, about 1

lead sources, setting up for opportunities 1

lines of influence, deleting 1

lines of influence, drawing 1

notification workflows, setup steps 1

opportunities lead assignment, about 1

opportunity assigned notification process, about 1

opportunity charts 1

opportunity inactive notification process, about 1

opportunity lost notification process, about 1

opportunity reports, generating 1

opportunity reroute activity, setting up 1

opportunity revenues, updating 1

opportunity won notification process, about 1

opportunity workflow email, modifying the language of 1

opportunity workflows, setting up 1

organization analysis, adding existing contact 1

organization analysis, creating new contacts 1

organization analysis, viewing and printing 1

primary team member, changing 1

processes and procedures 1

products, associating to an opportunity 1

quote, creating from an opportunity 1

revenue class and revenue type, about 1

sales pipeline analysis chart, viewing 1

sales pipeline phases analysis chart, viewing 1

scenario 1

significant opportunity transactions, monitoring 1

split revenue, about 1

Target Account Selling, assessing an opportunity for 1

Target Account Selling, sales professionals accessing an opportunity 1

TAS Coach, using 1

TAS coach, using to perform assessment 1

TAS, assessing an opportunity 1

time lapse between lead assignment and email delivery, modifying 1

opportunity category

searching by category 1

Oracle

loading data D&B data 1

organization

custom hierarchy, assigning to 1

organization chart, printing 1

reporting structure, charting 1

reporting structure, deleting contacts 1

reporting structure, deleting lines of influence 1

reporting structure, drawing lines of influence 1

reporting structure, representing 1

organization analysis

contacts. adding existing to 1

contacts. creating new 1

depicting organization hierarchy, using drag and drop 1

lines of influence, deleting 1

lines of influence, drawing 1

printing and viewing 1

organization hierarchy

using drag and drop to depict 1

organization map

contacts, deleting 1

creating 1

lines of influence, deleting 1

lines of influence, drawing 1

printing 1

organizational analysis

about 1

about conducting 1

beginning an analysis 1

creating 1

Owner field

configuring for activities 1

P

pager company

setting up 1

Parent LIC attribute

list of values, about making values hierarchically dependent 1

parent Area, about changing 1

parent Web browser

adding 1

parent-child business associations for audit

specifying 1

partners

adding for Enterprise Selling Process 1

password and default user ID 1

payment terms

setting up 1

PDF

form record, referencing the PDF 1

XML schema, mapping to using Adobe Designer 1

periods

period units, associating with a period 1

setting up 1

personal contact

promoting to a contact 1

phone formats

about 1

calculating maximum length of international phone numbers 1

EAI Adapter 1

EIM, about importing information with 1

entering letters in place of digits 1

format examples (table) 1

international, about entering and format logic 1

querying for phone numbers 1

sorting phone numbers 1

specifying

North American phone formats, default format for 1

specifying non-North American phone formats 1

unformatted phone numbers 1

pick lists

See About Lists of Values

PMP

about 1

analyzing A accounts 1

analyzing B, C, and D accounts 1

analyzing select details 1

assessing BUs and SUs 1

assessing current revenues 1

assessing future potential of accounts 1

creating portfolios 1

entering account details 1

managing portfolios 1

performing a manager review 1

printing portfolio reports 1

reviewing marketing events 1

reviewing objectives and action plans 1

reviewing opportunities 1

reviewing organizational analysis 1

reviewing partners 1

scenario 1

segmenting accounts 1

viewing segmentation map 1

Portfolio Management Process

See Managing Portfolios

predefined queries, setting up

about 1

creating by saving a query 1

Predefined Query view, setting up predefined query in 1

preferences

overriding user preferences 1

preferences, system 1

price lists

currency conversion 1

primary team member

changing 1

PRIME activities

adding 1

viewing 1

printing

organization analysis 1

organization chart 1

organization map 1

Priority input argument, about 1

products

opportunity, associating to 1

profile

contact, creating for 1

profile information, adding to a reference 1

profiles charts, viewing 1

projects, currency conversion 1

prospects

creating list from D&B data 1

Q

queries

audit trail information 1

canceling 1

phone number, examples 1

predefined query, about setting up 1

predefined query, creating by saving a query 1

predefined query, setting up in Predefined Query view 1

target list, creating by querying 1

quick fill template

editing 1

making public 1

Quick Print Application system preference 1

Quick Print Output Format system preference 1

quotes

currency code, about changing 1

opportunity revenues, updating 1

opportunity, creating from 1

R

rate lists

about currency conversion 1

Real-Time Decisions

See Real-Time Decisions

records

form, generating using a record 1

multiple records, generating forms for 1

recurring message alert

setting up 1

reference assets

viewing 1

references

accounts, designating as reference 1

accounts, managing and references 1

activities, adding 1

attachments, viewing 1

calendar, adding reference activity to 1

contact, associating with 1

note, adding to 1

profile information, adding to a reference 1

reference assets and profiles charts, viewing 1

scenarios 1

searching for references 1

relationship strategy

developing 1

remote databases

configuring Inboxes for use with 1

replication (Siebel Replication)

about using audit trail 1

reports

account plan and account map reports, generating 1

currency conversion supported in 1

Initial Plan report 1

opportunity reports, generating 1

Satmetrix survey reports, setting up 1

TAS Opportunity Plan report 1

resources

about 1

calendar activities, administering resources 1

calendars to which an employee has access, viewing 1

employee's calendar, giving another employee access to 1

Resources list applet

tip, adding fields 1

retention management

See Real-Time Decisions

retroactive alarms

about and changing days displayed 1

revenues

updating opportunity revenues 1

RouteInboxItem method 1

RTD

about 1

adding eligibility rules 1

creating a campaign for offers 1

Decision Center, opening for editing 1

offers, activating 1

offers, creating 1

offers, enabling for RTD 1

offers, specifying eligibility for 1

offers, updating information 1

scenario 1

setting up real-time offers 1

viewing performance reports 1

views for call center agents 1

RTD, configuring 1

checking prerequisites 1

customizing call reasons 1

outbound web services 1

runtime events 1

setting Enterprise Server parameters 1

with Siebel views 1

RTI configuration file

account locations, edit so not updated 1

caution if modified 1

S

SADMIN ID

about modifying responsibility 1

sales methods

about 1

sales methodology, defining 1

sales pipeline analysis chart

viewing 1

sales pipeline phases analysis chart

viewing 1

SalesHierarchy:UseServerTask system preference 1

sample database

about and logging in 1

Satmetrix Key Value system preference 1

Satmetrix survey reports

setting up, about 1

symbolic URL, setting up for access 1

WI_ARG_TYPE, extending list of values for 1

saving

enabling saving target lists for a list applet 1

Sch:Break Time Id system preference 1

Sch:Default Constraint Set system preference 1

Sch:Default Cost Function system preference 1

Sch:Default Parameter Set system preference 1

Sch:Default Time Window system preference 1

screen alerts

about 1

screen home pages

setting up default view links 1

script

sample message broadcasting script 1

searching

category, searching for 1

for references 1

initiating D&B's Global Integration search 1

SecThickClientExtAuthent system preference 1

seed data

about 1

list of values, modifying 1

server database, about 1

service requests

viewing activities associated with 1

SetInboxParamInfo method 1

setup tasks

summary of application administration tasks 1

setup, initial

about 1

employee setup, additional information 1

employee setup, completing 1

locale name, creating translation for 1

locale, editing current locale 1

locales, about setting up 1

locales, creating 1

Satmetrix survey reports, setting up 1

skills, assigning 1

tasks, summary of 1

views, adding to the application 1

severity levels

about using for message broadcasting 1

SIC (Standard Industrial Classification code) file

about and D&B data 1

Siebel application

license keys, hiding access to 1

Siebel Developer Web Client, starting from 1

Siebel Web Client, starting from 1

Siebel eBriefings

about ordering D&B reports 1

sharing literature through 1

Siebel Enterprise Integration Manager

importing phone information 1

Siebel Enterprise Selling Process (ESP)

See Using ESP Methodology to Manage Accounts

Siebel Industry Applications

See About Global Target List Management

Siebel Literature

Competitors screen, sharing literature through 1

Correspondence screen, sharing literature through 1

Decision screen, sharing literature through 1

eBriefings, sharing literature through 1

literature files, about setting up 1

literature files, creating 1

literature files, modifying 1

literature item kits, creating 1

literature kits, about 1

literature or Infocenter, sharing literature through 1

literature records, creating 1

literature, associating with the decision issue 1

literature, making visible to users 1

Products screen, sharing literature through 1

software supported 1

translation records, associating with a literature record 1

Siebel objects

association with activity objects 1

Siebel OLE Automation, about 1

Siebel Remote

audit trail, about using 1

Siebel Replication

about using audit trail 1

Siebel Sales

account, associating a contact 1

account, associating with an activity 1

account, associating with an opportunity 1

accounts assessments, performing 1

accounts credit profiles, viewing 1

accounts, about using 1

accounts, associating contact with 1

accounts, creating 1

scenario for accounts 1

Siebel Tools

business component, enabling for state models 1

enabling Forms Integration for applets 1

license keys, entering additional using Tools 1

license keys, hiding access to 1

Siebel Web Client

Siebel application, starting from 1

signature capture controls

about 1

adding applet to an object 1

adding browser script to an applet 1

adding server script to an applet 1

compiling the SRF 1

creating applet control for 1

creating buttons for saving and clearing 1

creating form applet for 1

creating hidden control for 1

creating object and class for 1

extending database for 1

generating reports with signatures 1

implementing 1

registering OCX file 1

scenario 1

testing applets 1

skills, assigning 1

SM WebIntelligence Server system preference 1

SmartScripts

setting up Inbox links 1

software required, table 1

SQL (dnbinitial.sql)

using to load D&B data 1

SqlStyle system preference 1

SSASqlErrRsltsDiscarded system preference 1

Standard Industrial Classification code

about and D&B data 1

standard interactivity application clients

enabling or disabling message broadcasting 1

starting

Siebel application, starting from Siebel Developer Web Client 1

Siebel application, starting from Siebel Web Client 1

State Machine, defined 1

state models

activating 1

business component, about configuring 1

business component, enabling in Siebel Tools 1

business component, is it already enabled? 1

child modification, disabling 1

child modification, enabling 1

child records, about changing behavior 1

enforcing state models, about 1

functionality 1

mobile users, about activating 1

new state model, creating 1

scenario 1

setting up state model, process of 1

state model objects, about reading 1

state transitions

defined 1

new state model, creating 1

static pick lists

about 1

constraining, about 1

Strict Date Format system preference 1

SubSqlStyle system preference 1

Suppress Side Applets Calendar Types user property 1

symbolic URL

setting up for access to D&B database 1

setting up for Satmetrix reports 1

synchronization list

adding a contact to 1

removing a contact from 1

Synchronize Account ASI 1

Synchronize Contact ASI 1

Synchronize Household ASI 1

system preferences

setting 1

table of 1

T

Target Account Selling

assessment, beginning 1

associated activities, adding to milestones 1

competitive analysis information, adding 1

competitive analysis, using TAS coach for 1

customer milestones, about 1

customer milestones, adding a milestone 1

notes, adding 1

opportunities, using to manage 1

opportunity, assessing 1

opportunity, sales professionals assessing 1

organization map, creating 1

organization map, deleting contacts 1

organization map, deleting lines of influence 1

organization map, drawing lines of influence 1

organization map, printing 1

organizational analysis, about conducting 1

organizational analysis, beginning 1

PRIME activities, adding 1

PRIME activities, viewing 1

process of 1

relationship strategy, developing 1

reports 1

scenario 1

TAS Coach, using 1

TAS coach, using to perform assessment 1

TAS overview, completing 1

target lists

activities, creating asynchronously 1

activities, creating from 1

activity templates, setting up 1

applying 1

creating by combining lists 1

creating by querying 1

editing 1

list applets, enabling on an applet 1

list applets, saving target lists in an applet 1

TAS Coach

competitive analysis, using for 1

using 1

TAS Customer Milestone template

creating in a localized application 1

TAS Opportunity Plan report 1

TAS tools

creating organizational analysis 1

Technical Support (Alt. 1) system preference 1

Technical Support (Alt. 2) system preference 1

Technical Support (FAX) system preference 1

Technical Support (URL) system preference 1

Technical Support (Voice) system preference 1

Telocator Alphanumeric Protocol (TAP)

pager support of 1

templates

activities, creating target lists from 1

activity template, deleting 1

activity templates, about activities created using 1

activity templates, about and activity plans 1

activity templates, creating without grandchild records 1

activity templates, using to create activity plans 1

assessment templates, about 1

assessment templates, creating 1

quick fill template, editing 1

quick fill template, making public 1

TAS Customer Milestone template, creating 1

time zone support, administering

about 1

date and timestamps, about 1

time zone settings, modifying 1

translations of time zones, maintaining 1

timestamps

about and dates 1

toggle applets

Inbox view, types of views supported 1

Inbox views, configuring 1

Tools

enabling Forms Integration for applets 1

ToolTip

Day Summary ToolTip 1

text, displaying 1

Training: EAI HTTP Password system preference 1

Training: EAI HTTP Server system preference 1

Training: EAI HTTP User Name system preference 1

Training: Lesson Adapter URL system preference 1

Training: Lesson Security system preference 1

translation records

associating with a literature record 1

triggers

Inbox trigger used in ESS 1

Inbox trigger used in Server Script 1

troubleshooting

setting Inbox log file level for troubleshooting 1

U

unformatted phone numbers 1

Universal Inbox business service

about 1

CreateInbox method 1

CreateInboxEx method 1

CreateInboxItem method 1

CreateInboxOwner method 1

DeactivateInboxItem method 1

DeactivateInboxOwner method 1

definitions 1

DeleteInboxItem method 1

GetInboxItemInfo method 1

GetInboxOwnerInfo method 1

GetInboxOwnerInfoEx method 1

GetInboxParamInfo method 1

Initialize method 1

IsInboxItemExisted method 1

RouteInboxItem method 1

SetInboxParamInfo method 1

UpdateInboxItemInfo method 1

UpdateInboxOwnerInfo method 1

Universal Time Coordinated system preference 1

UpdateInboxItemInfo method 1

UpdateInboxOwnerInfo method 1

[U] urgent message

severity level 1

UsageTracking Enables system preference 1

UsageTracking Log Time Period system preference 1

UsageTracking LogFile Dir system preference 1

UsageTracking LogFile Encoding system preference 1

UsageTracking LogFile Format system preference 1

UsageTracking Sess Cache Size system preference 1

user

restricting audit trail by user 1

User Group system preference 1

user ID and password, default 1

user interface components

showing/hiding 1

user interface strings

changing 1

user preferences, overriding 1

V

version

8.0, new features 1 , 2

views

customized views, adding 1

Inbox links, setting up 1

W

Web browser

additional, adding Web browsers 1

capabilities, adding 1

capability, adding JumpTab 1

child Web browser, adding 1

extended capabilities, list of 1

parent Web browser, adding 1

required browser capabilities 1

Web Engine User Agent business service 1

Web services

See Creating the Web Service for Adobe Forms Integration

See About Web Services for Microsoft Applications

See Configuring Outbound Web Services

See About Web Services for Microsoft Applications

WI_ARG_TYPE

extending list of values for 1

Word Web service

about 1

configuring 1

connecting template to Siebel EAI 1

downloading template 1

mail merge, getting Siebel data 1

mail merge, log as Siebel activity 1

mail merge, previewing message 1

mail merge, printing and sending messages 1

mail merge, process of 1

mail merge, refining message 1

mail merge, refining recipients 1

seed data 1

workflows

Create Rerouted Oppty Activity, setting up 1

delivery of emails, restricting conditions for 1

email notifications, stop sending 1

Get Manager Email process, setting up 1

Global Target List Management workflows 1

opportunity assigned notification process, about 1

opportunity inactive notification process, about 1

opportunity lost notification process, about 1

opportunity notification workflow, setup steps 1

opportunity won notification process 1

opportunity workflow email, modifying the language of 1

opportunity workflows, setting up 1

time lapse between lead assignment and email delivery, modifying 1

X

XML schema

generating for Form Integration 1

mapping to the PDF 1

Z

ZIP Codes, adding 1

Siebel Applications Administration Guide		Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.